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Helapet use sales-i to close more deals and reach their targets with Enquiries.

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How Helapet saw a 12% growth in 12 months with the help of sales-i

The healthcare industry is incredibly fast-paced, but with hundreds and thousands of different products, it’s also a competitive and crammed market.

Helapet quickly recognized that its catalog of medical products needed to be properly monitored and tracked in order to identify changes in customer buying patterns. With several hundred – running into thousands – of ledger accounts, delivery points, and individual product codes, it wasn’t a straightforward and simple task.

sales-i was able to help them:

- Easily generate monthly reports
- The ability to easily monitor their products and stock levels

The challenge with time-consuming reports 

Tony Phelps, Sales and Marketing Manager at Helapet shares: “We have a large number of relatively small value accounts, and monitoring order patterns and changes in these together, with prioritizing which accounts are more urgent to visit, has been an issue historically.”

“Our Account Managers were completing their monthly reports on Excel and Word, which was not time efficient or effective. This data couldn’t be captured on our back-office system. There was no way of searching history, no way of identifying a specific piece of information; it was hugely time-consuming.”

“The system does have its own CRM module, but felt complicated and was difficult to access remotely for the field-based team. Instead, the sales team would download their data into multiple spreadsheets and use VLOOKUP in Excel to create tables in order to make it easier for information to be digested. As you can probably tell, this was hugely time-consuming and, unless critical, would not be completed.”

Tony outlined the additional drawbacks of their current way of working; “Difficulty in following account status, both in terms of call reporting, sales status, gaps, and variance. As a Sales and Marketing Manager looking at people, product, and customer performance, it proved to be incredibly time-consuming and strenuous, too.”

Everything in one place

Helapet was introduced to sales-i following an informative online demo. Tony was “particularly interested in the ‘Enquiries’ facility, as I knew it would benefit Helapet immensely.”

As his understanding of what sales-i offered increased, the decision became clear and the impact was evident once implemented. “We quickly recognized that this was the solution we had been searching for. The sales team at Helapet are far more productive, as they are not spending hours of valuable time on Excel spreadsheets; which means they can close more deals and reach their targets.”

Tony Phelps

“Tony explains that “sales-i has without a doubt saved time, and to save time, you become more effective and efficient in what you are doing. For example, our Account Managers can now make more calls and confidently present themselves as the most knowledgeable person, as they have more detail about purchase patterns to hand. There is no question we have our finger much more on the pulse of the business as a result of adopting sales-i. In fact, we use a medical analogy internally in that ‘with sales-i we have a chance to resuscitate the patient rather than just carry out a post-mortem’ (once the business has been lost)”.

“In addition to this, with the software being aligned to our overarching business strategy of driving increased efficiency, it supports our recent adoption of the Lean 6 Sigma; a method that relies on a collaborative team effort to improve performance by removing waste and reducing variation.”

“Our business has seen a double-digit growth for both 2018 and 2019, which sales-i has certainly contributed to.”

Tony also shared that sales-i is most frequently used by Account Managers, to monitor everything to do with call planning and reporting, as well as Enquiries and Sales VS Gaps; again, driving incremental revenue.

Going forward, he would like to introduce more training to Helapet to give more roles the opportunity to take advantage of sales-i: “Since the initial rollout and training, we have had a trainer attend two of our quarterly Sales and Marketing Meetings, as well as having had 3-4 webinar sessions.

To support my team and get the most out of sales-i for all users, I will be scheduling at least one training session to focus on better utilization of Campaigns so we can capture more data and identify prospects and further development for our Telesales team.”

Who is Helapet?

Helapet is a manufacturer and distributor of medical and cleanroom consumables, serving core markets such as hospital pharmacies, pharmaceutical manufacturing, laboratory, and veterinary environments.

Established in 1984, Helapet has been delivering high-quality sterile and non-sterile products for almost 40 years, to support critical environment activities across all areas of aseptic manufacturing and healthcare provision.

“Our business has seen a double-digit growth for both 2018 and 2019, which sales-i has certainly contributed to.”


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